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Building 2SANDHILL INVESTMENT MANAGEMENT

Map pinBUFFALO, NY
Phone716-852-0279
NotebookSEC #801-63194
Total AUM
$2.4B
Employees
22
Clients
2,110

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40 FOUNTAIN PLAZA
SUITE 1300
BUFFALO
NY 14202
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
716-852-0279
Other Offices
1

ReceiptFinancials

Total AUM
$2.4B
Accounts
3,391
Discretionary
$2.1B
Accounts
3,217
Non-Discretionary
$290.4M
Accounts
174

ContactClients

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Individual Clients
1,670
AUM
$693.3M
HNW Individual Clients
374
AUM
$1.4B
Charitable Organization Clients
18
AUM
$87.3M
Corporation or Business Clients
48
AUM
$222.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CLIENT OPTIONAL ADDITIONAL BONUS

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTFLGAIAILINKYLAMAMDMEMIMNMOMSNCNHNJNVNYOHORPASCTNTXVAVTWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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